Diversified’s Vanguard Mid-Cap ETF VO Stock Holding History

Diversified’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-704	Closed	-$31K	–	327
2020 Q4	$31K	Buy	+704	New	+$34.1K	0.03%	218

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Diversified's VO Position: Q1 2021 in Review

Diversified sold out of Vanguard Mid-Cap ETF (VO) in Q1 2021, closing a stake of 704 shares — an estimated $31K sold.

Diversified first reported a position in VO in Q4 2020 and held it in 1 quarter. The position peaked at $31K in Q4 2020. 1,272 funds tracked by Wall St. Rank hold VO as of Q1 2021.

Diversified reported no remaining Vanguard Mid-Cap ETF position as of Q1 2021 after selling out during the quarter.
Diversified sold 704 Vanguard Mid-Cap ETF shares in Q1 2021, an estimated $31K.
Diversified first reported a position in Vanguard Mid-Cap ETF in Q4 2020 and held it in 1 quarter.
Diversified's Vanguard Mid-Cap ETF position peaked at $31K in Q4 2020.
1,272 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2021.

Based on Diversified's 13F filing for Q1 2021, filed 5 May 2021.